Operations Associate

This is a fully remote position, open to applicants in United States.

📋 Description

• Provide operational assistance to Internal Consultants, Technical Teams, Subject Matter Experts, Operations team members, and other HE&HTA personnel throughout the opportunity lifecycle and their management.

• Collaborate with internal stakeholders to collect, organize, and manage documentation and information for new opportunities while also updating relevant systems.

• Oversee the HE&HTA Operations team email inbox, prioritize requests, and ensure timely communication handling.

• Gather and analyze RFI and RFP information, identify trends, and maintain an RFI data repository.

• Ensure that CRM and Project Management system information is accurate and up-to-date, including opportunity data, budgets, and commercial terms.

• Monitor and maintain data quality, hygiene, and integrity across systems and commercial operations tracking files.

• Analyze budgetary information, potential project margins, profitability, service lines, and future sales prioritization.

• Review and refine project budgets with Proposal/Project Leads, and support budget processes that align with client expectations and commercial terms.

• Prepare and present client-facing budget grids, as well as create and present invoicing schedules.

• Ensure compliance with commercial terms and assist project teams with implementation.

• Highlight proposed budget margins for stakeholder approval.

• Encourage cross-functional communication, teamwork, and knowledge sharing.

• Support the implementation of streamlined workflows, processes, and corrections across HE&HTA and Lumanity.

• Identify opportunities for efficiency and synergy gains by using data and analysis to advocate for change.

• Maintain proposal and pitch content, central resource libraries, and the Commercial Vault knowledge repository.

• Analyze external data sources such as GlobalData to aid in account targeting, segmentation, sales activities, market insight, and business planning.

• Uphold quality, accuracy, and consistency in operational deliverables.

• Maintain dashboards and performance metrics, and assist in building dashboards where greater visibility is required.

⛳️ Requirements

• Proficiency in CRM systems, Project management/budget systems, and analytical tools/software to support data-driven decision-making.

• Bachelor of Science or Arts degree in a relevant discipline.

• Relevant experience in a sales, marketing, or other commercial role.

• Experience in a professional services, healthcare, or research-focused organization and/or the biopharmaceutical industry is highly desirable, but not mandatory.

• Proficient in MS Office applications, including Excel, PowerPoint, and SharePoint.

• Exceptional attention to detail and strong data analytical skills.

🏝️ Benefits

• Join Lumanity HE & HTA and contribute to the ongoing success and growth of the team, business unit, and company.

• Support data-driven decision-making through dashboards and performance metrics.

• Engage in cross-functional collaboration and knowledge sharing.